LB Partners LLC
- SEC CIK
- 0002007877
- Latest filing
- Jul 30, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Jan 26, 2024. Long positions only.
- Positions
- 27
- No filing for Q3 2023
- Portfolio value
- $91.2M
- No filing for Q3 2023
LB Partners LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOGOGogo Inc. | COM | 1,446,688 | $14.7M | 16.1% | – | – | History |
| WOWWideOpenWest, Inc. | COM | 2,975,961 | $12.1M | 13.2% | – | – | History |
| TIGOMillicom International Cellular SA | COM STK | 500,000 | $9.00M | 9.9% | – | – | History |
| AXPAmerican Express Co | Stock | 40,000 | $7.49M | 8.2% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 75,000 | $5.81M | 6.4% | – | – | History |
| RELYRemitly Global, Inc. | COM | 290,000 | $5.63M | 6.2% | – | – | History |
| SPOTSpotify Technology S.A. | Stock | 25,000 | $4.70M | 5.2% | – | – | History |
| FRPHFRP Holdings, Inc. | COM | 62,901 | $3.96M | 4.3% | – | – | History |
| CHTRCharter Communications, Inc. | CL A | 10,000 | $3.89M | 4.3% | – | – | History |
| LQDALiquidia Corp | COM NEW | 282,947 | $3.40M | 3.7% | – | – | History |
| FLYYSpirit Aviation Holdings, Inc. | COM | 192,069 | $3.15M | 3.5% | – | – | History |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 171,818 | $2.74M | 3.0% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 19,000 | $2.65M | 2.9% | – | – | History |
| GOOGAlphabet Inc. | Stock | 17,200 | $2.42M | 2.7% | – | – | History |
| OPFIOppFi Inc. | COM CL A | 320,000 | $1.64M | 1.8% | – | – | History |
| OPTUOptimum Communications, Inc. | CL A | 503,500 | $1.64M | 1.8% | – | – | History |
| KKRKKR & Co. Inc. | COM | 17,100 | $1.42M | 1.6% | – | – | History |
| ESTCElastic N.V. | ORD SHS | 10,000 | $1.13M | 1.2% | – | – | History |
| SDSandridge Energy Inc | COM NEW | 78,300 | $1.07M | 1.2% | – | – | History |
| THRYThryv Holdings, Inc. | COM NEW | 50,000 | $1.02M | 1.1% | – | – | History |
| ARAntero Resources Corp | COM | 20,000 | $453.6K | 0.5% | – | – | History |
| SPGIS&P Global Inc. | Stock | 750 | $330.4K | 0.4% | – | – | History |
| AGNCAGNC Investment Corp. | REIT | 10,000 | $235.1K | 0.3% | – | – | History |
| SGOLabrdn Gold ETF Trust | ETF | 11,000 | $217.1K | 0.2% | – | – | History |
| TFPMTriple Flag Precious Metals Corp. | Stock | 14,913 | $198.5K | 0.2% | – | – | History |
| ProShares Tr74347B110 | ULTRAPRO SHORT S | 20,000 | $172.0K | 0.2% | – | – | – |
| MTAMetalla Royalty & Streaming Ltd. | COM NEW | 36,000 | $110.9K | 0.1% | – | – | History |